+406.7%
BNY vs ALL
+365.1%
+41.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.7% | -0.3% |
| 7D | -1.3% | -2.3% | +0.9% | -0.2% |
| 30D | -0.2% | -0.4% | +0.3% | 0.0% |
| 3M | +14.9% | +16.0% | -1.1% | +5.3% |
| 6M | +40.0% | +24.6% | +15.4% | +22.8% |
| YTD | +42.0% | +23.7% | +18.3% | +24.1% |
| 1Y | +56.9% | +27.7% | +29.1% | +34.0% |
| 3Y | +289.9% | +150.2% | +139.6% | +115.5% |
| 5Y | +259.2% | +117.1% | +142.1% | +109.5% |
| All | +406.7% | +365.1% | +41.7% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ALL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling